Elon Musk believes Tesla’s humanoid robot, Optimus, could eventually become a $10 trillion business, calling it potentially the company’s most valuable product ever. Tesla is preparing to begin production of its first manufacturing-ready Optimus units this summer, while analysts expect robotics to dominate the company’s long-term earnings discussion. The article notes that whether Optimus ultimately reaches that valuation is impossible to predict, but investors do not necessarily need to own Tesla to profit if humanoid robots become commonplace. Every robot deployed into a factory, warehouse, or distribution center will require automation software, motion controls, machine vision, sensors, and factory management systems. The article highlights two industrial automation companies that could benefit regardless of which robot manufacturer ultimately wins. Rockwell Automation provides programmable logic controllers, industrial software, motion control, sensors, safety systems, and factory automation solutions used by manufacturers worldwide. The company is leaning heavily into artificial intelligence, with management identifying industrial AI as a primary acquisition priority while expanding AI-enabled design, logistics, autonomous operations, and recurring software services. Financially, management targets free cash flow conversion of roughly 100%, return on invested capital above 20%, and earnings growth that outpaces revenue growth over the long term.